Fueling Female Health & Beauty Entrepreneurs with the Financial Strategy to Profit & Scale .
Your business deserves financial clarity that fuels growth.
At Holistic Money, we believe ambitious women entrepreneurs should have access to senior-level financial expertise without the cost of a full-time hire. As your fractional CFO and bookkeeping team, we deliver clear numbers, actionable insights, and strategic guidance so you can confidently scale your business to $1M and beyond.
More than numbers—your partner in growth
We look after your business as though it’s our own. Here’s how:
Partners in Growth
As your trusted financial partner, we provide senior-level guidance without the full-time cost. Our approach is rooted in collaboration and trust, giving you the clarity and confidence to focus on scaling your business.
Women-led businesses
We specialize in supporting service-based businesses led by ambitious women—whether you operate on a project, package, or subscription model. Our clients include med spas, creative agencies, and other service providers ready to scale toward $1M.
Proven expertise
With over a decade of experience guiding business owners, we deliver accurate, reliable financials you can count on. Our insights empower you to make informed decisions that align with both your goals and your growth strategy.
Tech-forward
We leverage a modern cloud-based tech stack to streamline bookkeeping, reporting, and forecasting. Our team provides the tools, training, and support to help you confidently use financial technology to drive smarter decisions.
Service-based businesses often face unique financial challenges
Growing your business can feel overwhelming when you’re balancing client work with running the back office. Service-based businesses encounter common financial hurdles like:
Keeping margins healthy while scaling operations
Managing payroll and contractor payments
Tracking recurring revenue versus one-off projects
Covering cash flow gaps between client payments and expenses
…Along with other challenges that can leave you feeling uncertain or stressed about your numbers. At Holistic Money, we manage your finances with the same care and strategy as if it were our own—so you can focus on growing, not just surviving.
Clarity replaces stress when you have the right partner
We know the financial side of business can feel overwhelming—but it doesn’t have to. At Holistic Money, we take the guesswork out of your finances with clarity, tools, and personalized support tailored to women entrepreneurs. With accurate numbers and strategic insights, you’ll feel in control and confident about the future of your business.
Partnering with us means you can spend less time stressing and more time focusing on serving clients and building the life you envisioned when you started your business.
Financial support that grows with your business
Your journey as a woman entrepreneur is unique, and your financial support should reflect that. Holistic Money offers flexible, customizable packages designed to meet you where you are—whether you’re just establishing your systems or preparing to scale past $1M.
With bookkeeping, advisory, and CFO services all included, you’ll always have the right level of support at your side, giving you the confidence to grow at your own pace.
Whether you’re just starting out or are experiencing unprecedented growth, our team is here to scale with you.
A Proven Process for Lasting Confidence
Connect & Discover
We begin with a discovery call to understand your business, your goals, and your financial challenges. Together, we’ll choose the package that best supports your current stage and long-term vision.
Clean Up & Align
Our team reviews your accounts and systems to ensure accuracy and reliability. We identify gaps, streamline workflows, and build a customized plan that gives you a solid financial foundation.
Guide & Support
With your financials in order, we provide consistent support through monthly or quarterly check-ins. You’ll receive clear reports, cash flow updates, and strategic advice tailored to your business growth.
Review & Evolve
As your business grows, your financial strategy should grow with it. We continually review your metrics, refine processes, and adjust your plan to keep everything aligned with your evolving goals.
Supportive and strategic…a partner in your growth
Patricia Romboletti
Owner of Bullet Proof Your Career
“Working with Whitney has been a game-changer for my business. She has guided me through every stage of growth—from managing cash flow and planning taxes to structuring my membership program and exploring new revenue opportunities. Whitney has a unique way of turning complex financials into clear strategies I can act on, and she’s been a trusted partner in helping me build a stronger, more sustainable business”
Dr. Ashley Maltz, MD
Owner of West Holistic Medicine
“Working with Whitney as our fractional CFO has been transformative for my practice. She helped me create clear budgets and projections that give me confidence in every financial decision. With her support, I’ve been able to step back from being so hands-on in the day-to-day while still maintaining strong profitability. Whitney doesn’t just run the numbers—she helps me see the big picture of how to grow a sustainable business that also gives me more balance in my life.”
Valerie Plaza
Owner of Golden Hour Skincare
“Whitney has given us so much clarity around our numbers at Golden Hour. She’s helped us understand the profit margins of our services, make smart pricing decisions, and think through the financial strategies that keep the spa profitable and growing. With her support, I’ve been able to step back from the day-to-day and focus more on developing my team, growing our culture, and creating a great experience for our clients.”
Numbers you can count on, guidance you can trust
You don’t have to carry the weight of your finances alone. Holistic Money provides the structure, clarity, and support you need to feel confident in your decisions. While we handle the numbers, you’ll have the freedom to focus on your clients, your growth, and your bigger vision.